CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 27.33%
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,959
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$41.3M
3
+$32.1M
4
F icon
Ford
F
+$26.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$39.2M
2
+$25.3M
3
+$15M
4
TSLA icon
Tesla
TSLA
+$14.3M
5
GM icon
General Motors
GM
+$12.8M

Sector Composition

1 Technology 17.51%
2 Financials 12.1%
3 Consumer Discretionary 11.2%
4 Communication Services 8.56%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$18K ﹤0.01%
1,171
-8,389
1502
$18K ﹤0.01%
700
+100
1503
$18K ﹤0.01%
270
-30
1504
$18K ﹤0.01%
1,497
-3,043
1505
$18K ﹤0.01%
17,022
-16,053
1506
$18K ﹤0.01%
300
+200
1507
$18K ﹤0.01%
1,799
+18
1508
$18K ﹤0.01%
2,753
-7,745
1509
$18K ﹤0.01%
246
-7,457
1510
$18K ﹤0.01%
+401
1511
$18K ﹤0.01%
5,118
+5,071
1512
$18K ﹤0.01%
600
-1,293
1513
$18K ﹤0.01%
1,821
-8,851
1514
$18K ﹤0.01%
+1,700
1515
$18K ﹤0.01%
2,600
1516
$18K ﹤0.01%
1,599
+1,156
1517
$18K ﹤0.01%
88
-146
1518
$17K ﹤0.01%
841
1519
$17K ﹤0.01%
4,458
-7,223
1520
$17K ﹤0.01%
2,200
-6,500
1521
$17K ﹤0.01%
10
+1
1522
$17K ﹤0.01%
403
-127
1523
$17K ﹤0.01%
200
+100
1524
$17K ﹤0.01%
202
-637
1525
$17K ﹤0.01%
206
+163
59 60
61
62 63